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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,457 | $123,155-86.6% | $108,753-84.9% | $155,188-89.4% |
| Participation rate | 12.5% | 75.6%-63.1pp | 71.1%-58.6pp | 80.8%-68.3pp |
| Annual return | 24.07% | 44.73%-20.7pp | 37.47%-13.4pp | 148.84%-124.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $473 | $4,623-89.8% | $4,115-88.5% | $6,531-92.8% |
| Admin fee / account holder | $164 | $12,126-98.6% | $10,320-98.4% | $14,480-98.9% |